See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
EIC3+ years Service code 27 · EIN 54-1310469 | Advisory (Plan) | $0 |
HANCOCK WHITNEY BANK3+ years Filed as: HANCOCK BANK Service code 27 · EIN 64-0169065 | Advisory (Plan) | $0 |
RIDGEWORTH1 year Filed as: KAYNE Service code 27 · EIN 95-4575414 | Advisory (Plan) | $0 |
LARRY MASSEY3+ years Service code 10 · EIN 02-0774404 605-A LYNN AVENUE · LONG BEACH, MS 39560 | Accounting | $0 |
LIZARD1 year Service code 27 · EIN 05-0530199 | Advisory (Plan) | $0 |
RAYMOND JAMES FINANCIAL SERVICES3+ years Filed as: RAYMOND JAMES Service code 27 · EIN 59-1237041 | Advisory (Plan) | $0 |
RBC GLOBAL ASSET MANAGEMENT3+ years Filed as: RBC GROUP Service code 27 · EIN 41-1460666 | Advisory (Plan) | $0 |
Filed as: ROBEIN, URANN Service code 29 · EIN 72-0999672 | Legal | $0 |
SAGE ADVISORY SERVICES3+ years Filed as: SAGE Service code 27 · EIN 74-2798841 | Advisory (Plan) | $0 |
Filed as: STEPHEN OSBORN Service code 11 · EIN 71-0631123 124 WEST CAPITOL AVENUE · LITTLE ROCK, AR 72201 | Actuarial | $0 |
See 1 actuary disclosure. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $37,197-100.0% | $280,855-100.0% | $37,197-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.6%-21.6pp | 4.7%-4.7pp |
| Annual return | 8.60% | -1.43%+10.0pp | -0.70%+9.3pp | -0.69%+9.3pp |
| Employer contribution / active EE | $8,560 | $25,105-65.9% | $28,903-70.4% | $16,786-49.0% |
| Participant deferral / active EE | $0 | $869-100.0% | $148-100.0% | $525-100.0% |
| Admin fee / account holder | $0 | $124-100.0% | $1,852-100.0% | $124-100.0% |